Filter Options in Purchasing
The Filter option allows users to quickly locate Purchasing records based on criteria such as status, type, buyer, requester, vendor, and creation date.
The available Filter options vary depending on the selected Purchasing tab.
How can I Access Filters?
Open Marketplace.
Go to Purchasing.
Select the required tab.
Click Filter.
The available Filters for that tab are displayed.
Filters in the Requisitions Tab
The Requisitions tab provides the following Filter options.
Filter | Description | Options |
My Pending Actions | Displays only items requiring action or pending for review. |
|
Req Status | Filter requisitions by status. | Available statuses include:
|
Quotation Status (Supplier) | Filter requisitions by status. NOTE: Quotation statuses are available for Suppliers only. | Available statuses include:
|
Type | Filter requisitions by procurement type. | Available options are:
|
Buyer
| Search or Filter records by Buyer from the dropdown. |
|
Requester | Search or Filter records by Requester from the dropdown. |
|
Filters in Purchase Orders Tab
The Purchase Orders tab provides the following Filter options:
Filter | Description | Available Options / Actions |
My Pending Actions | Displays only items requiring action or pending for review. |
|
Purchase Order Status | Filter Purchase Orders and Variation Orders by status. |
|
Vendor | Search or Filter Purchase Orders by Supplier. |
|
Buyer | Search or Filter Purchase Orders by Buyer. |
|
Date Created | Select or Filter records based on the Purchase Order creation date. |
|
Filters in Goods Received Note (GRN) Tab
The GRN tab allows to Filter records by:
Filter | Description |
My Pending Actions | Displays only items requiring action or pending for review. |
Closed | Filter Goods Received Notes by Closed status. |
What are Pending Actions
When a new document (e.g., Purchase Order or Quotation) is sent or received, the visual indicator shows the number of documents pending review, and the corresponding listing appears in bold.
Apply or Clear Filters
After selecting the required Filters:
Select Apply to display matching records.
Select Clear All to remove all selected Filters and return to the complete list.